Cedar Brook Financial Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-762
| Closed | -$254K | – | 44 |
|
|
2024
Q1 | $254K | Sell |
762
-7
| -0.9% | -$2.34K | 0.05% | 354 |
|
|
2023
Q4 | $230K | Sell |
769
-107
| -12% | -$32K | 0.05% | 354 |
|
|
2023
Q3 | $284K | Buy |
876
+51
| +6% | +$16.5K | 0.07% | 268 |
|
|
2023
Q2 | $285K | Sell |
825
-2
| -0.2% | -$690 | 0.07% | 292 |
|
|
2023
Q1 | $261K | Buy |
827
+1
| +0.1% | +$315 | 0.07% | 292 |
|
|
2022
Q4 | $248K | Sell |
826
-53
| -6% | -$15.9K | 0.07% | 299 |
|
|
2022
Q3 | $235K | Buy |
879
+19
| +2% | +$5.09K | 0.08% | 293 |
|
|
2022
Q2 | $232K | Buy |
860
+37
| +4% | +$9.98K | 0.07% | 297 |
|
|
2022
Q1 | $268K | Sell |
823
-478
| -37% | -$156K | 0.07% | 307 |
|
|
2021
Q4 | $391K | Sell |
1,301
-42
| -3% | -$12.6K | 0.1% | 220 |
|
|
2021
Q3 | $384K | Sell |
1,343
-62
| -4% | -$17.7K | 0.12% | 203 |
|
|
2021
Q2 | $335K | Buy |
1,405
+482
| +52% | +$115K | 0.1% | 245 |
|
|
2021
Q1 | $212K | Sell |
923
-35
| -4% | -$8.04K | 0.07% | 299 |
|
|
2020
Q4 | $202K | Buy |
+958
| New | +$202K | 0.07% | 302 |
|